High channel inventory of old BEE-rated ACs
Estimated 4-4.5 million units of old BEE-rated ACs in trade inventory, which may take time to clear and impact new orders.
medium · management_commentaryEPACK Durable Limited — Q3 FY26
EPACK Durable reported Q3 FY26 revenue of ₹427.8 Cr (+13.5% YoY) and EBITDA of ₹31.7 Cr (+31.5% YoY), with EBITDA margin expanding 102 bps to 7.41%.
neutral
medium
✓ Verified against BSE filing
Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
Commodity price inflation and price hikes
Copper and aluminum prices have risen, leading to 8-10% price increases; further hikes may dampen consumer demand.
high · analyst_questionPotential margin compression from pass-through pricing
Since margins are on a per-unit basis, percentage margins could appear lower if commodity costs are passed through without markup.
medium · analyst_questionRamp-up risk in new product categories
New products like washing machines and SDA items require significant bandwidth and may not scale as expected.
low · management_commentary